William Krag, financial advisor Cordova TN
93 score

William Krag

CRD Number: 1204367
Current Firm: Principal Securities, Inc.

William Krag (CRD# 1204367) is an Investment Advisor Representative working at Principal Securities, Inc. in Cordova, TN and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Principal Securities Inc. Cordova, TN Sep 2017 - Current < 1
Principal Life Insurance Company Cordova, TN Sep 2017 - Current < 1
Suntrust Advisory Services Atlanta, GA Aug 2016 - Sep 2017 1
Suntrust Investment Services, Inc. Atlanta, GA Mar 2014 - Sep 2017 3
Ftb Advisors, Inc. Memphis, TN Oct 2013 - Mar 2014 < 1
First Tennessee Brokerage Memphis, TN Mar 2003 - Mar 2014 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1983
Contact Info for William D. Krag
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    1,916
    MILLIONS
  • Total Number of Accounts
    17,630
    ACCOUNTS
  • Average Account Value
    $108,691
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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